This page details the new functionality, changes, and fixes included in the January Neon CRM product updates.
New:
- Communications
- New Events
- Moves Management
- Forms & Pages
- CRA Receipts
- Tax-Deductibility
- Reports
- API v2.7
Communications
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We've redesigned the experience of creating and managing Email Themes (previously called Email Templates).
- The editor and list have been updated to match what is used for themes applied to forms & pages (now called Web Themes for clarity)
New Events
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Two new system emails are now available:
- Waitlist Confirmation: after signing up for an event waitlist, a confirmation email will be sent with further details.
- Notify Me (Waitlist): potential ticket buyers can now receive automatic notifications when tickets open up for sold-out events.
- You can now configure waitlist settings within each event.
- New event registrations can now be connected to Funds.
Moves Management
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Grant Status and Grant Custom Status have been merged into a single field.
- You can edit these values and set the colors associated with them under Global Settings > Grant Statuses.
- When creating grants and prospects, Grant Name and Prospect Name now populate based on the linked account name for convenience. These names can still be edited.
- Company Contact is no longer a required field for grants and prospects linked to company accounts.
Forms & Pages
- You can now make the submember checkbox selected by default and/or required on new membership forms. Additionally, wording in the submember section can now be edited.
- When viewing the Forms and Landing Pages lists, only published forms & pages will be shown by default.
- To view Unpublished or Archived forms & pages, you can modify the Status filter and click Save Filters if desired.
- Copy Form Link and Copy Page Link shortcuts have been added to the Forms & Landing Pages lists, respectively.
- Themes have been renamed to Web Themes in order to distinguish them from Email Themes.
CRA (Canada Revenue Agency) Receipts
- You can now export from the Awaiting Review, Receipted, Skipped, and Annual Receipt lists.
- Advantage Amount and Eligible Amount columns have been added to the Awaiting Review, Receipted, and Skipped lists.
- CRA Receipt, Voided Receipt, and Annual Receipt PDF file name formats have been updated for clarity.
Tax-Deductibility
- Shipping/handling and tax fees are now added to the Non-Deductible Amount of store orders.
Reports
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Group Primary Member ID and Group Primary Member Account Name are now available as output columns in the following reports:
- Additional Contact Report I
- All Accounts Report
- Email Audience Report
- Mailing Report
- Membership Detail Report
- Stats Report
API v2.7
- API v2.7 has been launched. Follow our Developer Center for updates.
Fixed:
- Fixed an issue with including State/Province and Territory fields on new forms when both fields were set as required.
- Fixed an issue where the shipping notification system email was sent for store orders not requiring shipping.
- Fixed an issue where donations in the Household detail page were sorting by Created Date instead of Donation Date.
- Fixed an issue where the campaign thermometer widget still displayed on event pages after removing the goal of the campaign.
- Various behind-the-scenes bug fixes and performance enhancements.
- Various wording fixes and revisions.